Story Wealth Management | Services Offered – Investment Portfolio Management
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
Where we manage investment portfolios for clients, we are committed to keeping you informed and up-to-date with accurate information regarding your portfolio. We can provide ongoing Portfolio Management and Reporting Services via recommended investment platforms, including:
On-line access to secure account information at all times
Investment transaction information – managed funds, shares, cash and deposits
Summary of portfolio asset allocation
Rate of return analysis – income and capital growth
Realised and unrealised CGT information
Consolidated tax reporting – interest, dividends, capital gains, franking credits
Our aim is to help our clients manage their sometimes complex affairs in a coordinated, efficient manner. We also like to ensure that you have access to data and information as required, and therefore the ability to make informed decisions.